- Flatirons Bank (Boulder, CO)
- …support shared goals. + Promote the Flatirons Bank brand as a trusted local banking resource. Operations & Compliance + Ensure all loan and account documentation ... in Boulder County. With locations in Boulder and Longmont, we provide personalized banking experience, making all our decisions locally. Since our inception over two… more
- SMBC (White Plains, NY)
- …history, SMBC Group offers a diverse range of financial services, including banking , leasing, securities, credit cards, and consumer finance. The Group has more ... SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the...in other IT application and control functions including legal, compliance , data security and risk management to promote front-to-back… more
- M&T Bank (Wilmington, DE)
- …to clients and prospects + Prepare and review with Investment Advisor as needed, portfolio recommendation letters for advisory and co-trustee accounts, ... expand client relationships + Serve as a support associate to assigned Investment Advisor (s) as required and participate in sales effort. + Core Training -… more
- First Horizon Bank (Roswell, GA)
- …in the job posting. **SUMMARY** The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their ... through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs the most complex… more
- Columbia Bank (Riverside, CA)
- …Together for better. **About the Role:** Responsible for being the key banking advisor for Middle Market client relationships. Accountable for prospecting ... Middle Market Relationship Manager I Specialty Banking Riverside, California **Description** **About Us:** At Columbia,...its overall financial targets. + Serves as a trusted advisor to clients, functions as the Middle Market client… more
- Columbia Bank (Encino, CA)
- Middle Market Relationship Manager II Specialty Banking Encino, California **Description** **About Us:** At Columbia, we create a great place to work by offering a ... unique brand of relationship banking and fostering a culture where associates thrive. We...Solution Managers to deepen client relationships. Maintains a "trusted advisor " role, engaging in dialogue with Executive-level client contacts… more
- Citigroup (Jersey City, NJ)
- …or inside information outside of the United States. **Responsibilities:** + Key advisor to business groups (Investment Banking Advisory and Capital Markets) ... Serves as a compliance risk officer for the Independent Compliance...Information and Need-to Know Rule. + Review incoming investment banking transactions for conflicts clearance and materiality determination and… more
- SMBC (Charlotte, NC)
- …history, SMBC Group offers a diverse range of financial services, including banking , leasing, securities, credit cards, and consumer finance. The Group has more ... SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the...enterprise-wide initiatives in data governance, data management, and regulatory compliance , with a focus on key areas such as… more
- Bank OZK (Little Rock, AR)
- …Provide advice, counsel, and high-level customer service to meet the comprehensive banking needs of high-net-worth clients. Deliver private banking credit and ... while partnering with trust and wealth management, retail, commercial banking and other lines of business to provide comprehensive...connections to the Bank. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding… more
- First Horizon Bank (Tampa, FL)
- …in the community. + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships. ... delivery model with clients and prospects. + Partners with wealth and banking specialists, including investments, trust, mortgage, insurance, etc., using a team… more